Centerline Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Centerline Wealth Advisors, LLC
- $168 Billion
- Q1 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 63,808 shares of ICVT stock, worth $5.37 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
63,808
Previous 64,838
1.59%
Holding current value
$5.37 Million
Previous $5.51 Billion
3.2%
% of portfolio
3.18%
Previous 3.23%
Shares
2 transactions
Others Institutions Holding ICVT
# of Institutions
376Shares Held
23.2MCall Options Held
4.7KPut Options Held
6.4K-
Horizon Financial Services, LLC3.51MShares$296 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$207 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.47MShares$124 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC945KShares$79.6 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$77.3 Million0.01% of portfolio